As part of our 'Getting Started' series, this article will over the basic setup of goals/outcomes.
Start by adding span dates for a client in the client information tab. These span dates are needed to set a duration for the goals. Without span dates, the goals won't disappear at the start of a new span. Also note it is recommended to add 'Goals' in the notes field.
Next we need to add goals for the client. We can add action steps for goals that allow for more steps to be documented. Our 'Goals' module is very flexible which allows for goals to be documented in various ways. When documenting, we need to add statuses to goals so that we can accurately document the individual's goals.
We have a robust library of articles for goals if you want more information on goals.